How SyncUp Inc. Reduced Churn by 25% and Automated 80% of Sales Paperwork with a Custom Automation Stack
The strategic process automations that streamlined user onboarding, eliminated manual sales tasks, and provided critical business insights.
-25%
Reduction in New User Churn in First 30 Days
80%
Reduction in Manual Sales Paperwork
95%
Faster Lead-to-Trial Onboarding Time
30+ Hours
Saved Per Week for the Sales & Success Teams
Scaling Blocked by Inefficiency and Poor Onboarding
About SyncUp Inc.
SyncUp Inc. is a B2B SaaS company providing a powerful project management platform. With a growing user base, their sales and customer success teams were bogged down by manual processes, leading to a poor initial experience for new customers.
The Core Problem
Manual workflows were creating a huge lag between a user signing up for a trial and being properly onboarded. This friction was causing a high churn rate among new users and preventing the sales team from focusing on high-value conversations.
Specific Pain Points:
- High New User Churn: Users were signing up for a trial but abandoning the platform because the onboarding process was slow and not personalised.
- Sales Team as Admins: Sales reps were spending hours manually creating accounts, generating contracts, and sending follow-up emails instead of selling.
- Data Silos: Information about new users was scattered across their CRM, email platform, and the product database, with no single source of truth.
- Lack of Insight: The leadership team had no easy way to see real-time data on key metrics like trial-to-paid conversion rates or user engagement.
Building a Central Nervous System with No-Code & AI
We designed a three-part automation strategy to create a seamless flow of data and actions from the moment a lead showed interest to when they became a fully engaged, paying customer.
Automated Sales & Onboarding Workflow
Using no-code tools, we built a central automation that connected their CRM, contract software, and product backend. When a salesperson marked a deal as "Closed-Won" in the CRM, the automation instantly generated the contract, created the user's account in the product, and assigned a success manager.
Personalised User Onboarding Email Sequence
We created a behaviour-driven email sequence for new trial users. The AI-powered system sent targeted emails with tips and tutorials based on which features the user had (or had not) engaged with, guiding them toward the "aha!" moment.
AI Chatbot for In-App Support
An AI chatbot was embedded within the SyncUp platform. It was trained on their full knowledge base to answer user questions directly within the app, reducing support tickets and helping users solve problems without leaving the platform.
Automated KPI Dashboard
To provide leadership with clear visibility, we built an automated dashboard. It pulled data from the CRM, the product, and their payment processor to display real-time metrics like new trials, conversion rates, and user engagement scores.
Transforming Operations, Driving Real Revenue Growth
By automating the entire lead-to-onboarding lifecycle, SyncUp Inc. was able to dramatically improve efficiency and the customer experience.
Reduced New User Churn: The personalised onboarding sequence helped users find value faster, leading to a 25% reduction in user churn within the first 30 days.
Massive Time Savings: The automated sales workflow eliminated over 80% of the manual administrative work for the sales team, freeing up more than 30 hours per week for selling and strategic activities.
Accelerated Sales Cycle: The time from a lead expressing interest to having a fully provisioned trial account was reduced by 95%, creating a frictionless buying experience.
Data-Driven Decision Making: The real-time KPI dashboard gave the leadership team the instant insights they needed to make faster, more informed decisions about their product and sales strategy.
Mark Robertson
CEO, SyncUp Inc.
"AutoScale didn't just sell us a tool; they built the automated backbone our company desperately needed. Our sales team is now a sales team again, not a data-entry team. Our users get a world-class onboarding experience, and I finally have a dashboard that tells me what's really going on in my business. The impact on our churn rate and efficiency has been transformative."
See Our Results in Other Industries
Local Service Business
Missing after-hours leads and spending too much time on scheduling.
E-commerce Store
High volume of repetitive customer queries about order status and returns.
Are Manual Processes Holding Back Your SaaS Growth?
For SaaS companies, speed and user experience are everything. Stop letting manual workflows and poor onboarding kill your growth. Find out how a custom automation stack can help you scale.
We guarantee to save you time and money – or your money back.